Moves management is a term used to describe the plan your organization sets in place to “move” an individual through the donor life cycle. There are broadly four stages in the donor life cycle — identification, cultivation, solicitation, and stewardship.

In many cases a form letter isn’t enough. Donors want to feel valued and included in your organization. It is critical to send a thank you as soon as a gift is received. Two days or less between a gift and a thank you with a tax document put in the mail is best practice.

While expectations vary across organizations, giving levels, and individual donors, universal expectations do exist across the nonprofit sector. Gift officers should focus on building trust, making the ask, and working to further their organization’s mission.

You are passionate about your organization’s mission. You want to set long and short-term goals to further your organization and make an impact. With everything you are responsible for, what is the best way to establish goals and keep everyone on track?

Nonprofit analytics can be found throughout your data, but when there are hundreds or thousands of data points, what matters? Whether you have decades of information or one year, there are metrics you can use to be more effective. In the Julep blog post, Nonprofit Analytics: Metrics for Decision Making, you will learn these three nonprofit analytics in your database to gather intel on who your donors are and how you are cultivating these relationships.

When launching a new organization or starting a new initiative, creating a mailing list can be one of the hardest steps. Here’s an inside look at how data companies how organizations build a solid mailing list.

Stewardship is the last step in the donor life cycle, but it is most important.

Receiving a grant can make a significant difference in an organization’s ability to make change in their communities. Applying for and writing grant applications can be a complex process to start, so here are some suggestions for first steps.

What is a capital campaign?

A capital campaign is usually a project started to raise funds for a specific goal with a defined start and end date. Often, they focus on a brick–and–mortar project, such as expansion or construction of a new building.

Your board of trustees is made up of individuals responsible for overall governance of a nonprofit. There is no rule or guideline on who can be a trustee, so anyone can serve. What makes a successful board member? When looking at potential candidates, prudently consider these factors:

Research is essential in identifying prospective donors for your organization. Identification is the first step in the donor lifecycle. In order to create a donor pipeline, you need to establish ways to identify giving capacity and affinity to your organization.

The standard Response Analysis report, often referred to as a “Bluebook”, is used for direct mail return analysis. Through a direct mail bluebook, you can compare segments within a package, look at returns, and even compare packages within programs. The information you see in the bluebook depends on what information you provide. The more information you upload to your CRM, the more you can assess your direct mail program.

A CRM stands for customer relationship management and is a tool used by for-profit and nonprofit organization to manage data. The benefit of a CRM is that all your organization’s data is in one place and can help track goals.

A CRM stands for customer relationship management and is a database tool used by for-profit and nonprofit organization to manage data. The benefit of a CRM is that all your organization’s data is in one place and can help create and track goals.

Using a software for nonprofits is the best way to customize your donor’s experience with your organization. Nonprofit database software has donor management at the forefront. This kind of database is essential to being more effective by having all your data centralized. It can also give your organization peace of mind with security and compliance features that you need to ensure donor information is secure. An effective software for nonprofits will be designed to bring together your security need and around your relationships tracking needs with donors and volunteers.

How can I attract monthly donors for sustainer giving programs?

Sustainer giving or recurring giving programs provide a stable revenue stream for your organization. Those who give monthly are more likely to give more overtime and are invested in your organization, increasing overall donor funds. You can provide opportunities for your donor to contribute monthly through recurring donor campaigns with finite start and end periods or through setting up monthly giving programs. Monthly giving program examples include membership programs or monthly giving to a specific area of your organization.

Looking for information on how to create a donor database? Start with searching for a nonprofit CRM built with your organization in mind. There are CRMs on the market built specifically with donor management in mind. This kind of database is essential to being more effective by having all your data all in one place.

Do any kind of research on nonprofit fundraising, and you'll stumble upon phrases like, "donor engagement," and "donor retention." While there is overlap between these two terms, there are key differences between both of these terms, which are critical to successful nonprofit fundraising.

Do any kind of research on nonprofit fundraising, and you'll stumble upon phrases like, "donor engagement," and "donor retention." While there is overlap between these two terms, there are key differences between both of these terms, which are critical to successful nonprofit fundraising.

Grassroots fundraising is a broad term to describe fundraising strategies and tactics that motivate groups of people, who are passionate about your cause, to work together and encourage people they know to donate small gifts, like $10 or $25, that all add up to meet a specific goal or meet a need.